Policy Pain: Tariffs Slam Healthcare as Yields Spike

Fresh news and strategies for traders. SPY Trader episode #1377. Markets fell for the third straight session, driven by twin shocks: new massive proposed tariffs (100% on branded drugs) creating severe policy uncertainty in Healthcare, and surprisingly strong economic data (3.8% GDP) which pushed the 10year Treasury yield to a threeweek high by reducing expectations for aggressive Fed rate cuts. The episode analyzes the sector fallout, highlights idiosyncratic winners like Intel and IBM, and provides four key recommendations, including maintaining longterm AI holdings and hedging geopolitical/rate risk.